Signals

AZN

1257 in-universe funds with a nonzero position in AZN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#88
Score / z2.455 / 2.21
Consensus631.17 over 1208 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-18% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Capital International Investors CIK 0001562230 0.968 446 6,724.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FMR LLC CIK 0000315066 0.989 5571 5,797.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 5,520.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5,007.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,625.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 3,758.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3,624.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 3,592.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3,494.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 3,237.3 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
Amundi CIK 0001330387 0.000 1 3,034.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 2,580.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2,510.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2,392.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2,319.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AVIVA PLC CIK 0001140022 0.925 854 2,147.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,139.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,091.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,048.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 2,031.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,992.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 1,482.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 1,438.2 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 1,393.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,374.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,315.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,314.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,265.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 1,202.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,179.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,133.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,083.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,025.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 1,017.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 945.9 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 914.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIL Ltd CIK 0000318989 0.878 1140 910.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Capital Research Global Investors CIK 0001422848 0.983 426 901.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 816.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 745.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 717.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 675.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 587.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 555.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 525.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 518.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Swedbank AB CIK 0000946431 0.941 696 486.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 482.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 473.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 459.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 446.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 440.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 432.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 417.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 415.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Boston Partners CIK 0001386060 0.833 802 413.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 396.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 392.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 389.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 386.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 383.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 379.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 377.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 368.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 367.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LGT Group Foundation CIK 0001911278 0.801 284 367.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 367.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 356.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Andra AP-fonden CIK 0001535452 0.620 393 347.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 342.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 325.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 304.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 282.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 280.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 260.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 256.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 243.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Intesa Sanpaolo S.p.A. CIK 0001374384 0.296 233 226.3 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 209.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Groupe la Francaise CIK 0002056088 0.682 451 190.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 189.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 186.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 182.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital International Sarl CIK 0001065349 0.698 287 178.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 167.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 166.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 166.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 163.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 162.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 160.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 151.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 150.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 148.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 146.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 140.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 135.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 134.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORBIMED ADVISORS LLC CIK 0001055951 0.515 121 132.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 130.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 128.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 128.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 127.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 126.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 126.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 126.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 121.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 118.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DNCA FINANCE CIK 0001752759 0.468 116 107.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 97.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 96.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 96.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 96.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 93.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 93.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 92.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Sofinnova Investments, Inc. CIK 0001631134 0.340 53 89.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 89.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 82.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 80.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 80.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 79.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 78.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 76.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 76.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 75.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 74.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 73.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 72.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 71.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 70.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 69.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Achmea Investment Management B.V. CIK 0001697765 0.760 115 64.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 59.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 56.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 55.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 55.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 53.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 52.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 51.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 50.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 49.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 49.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integral Health Asset Management, LLC CIK 0001773206 0.244 89 49.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 48.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 47.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 46.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 46.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 45.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 44.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 44.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Smithfield Trust Co CIK 0001019754 0.756 1080 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MEYER HANDELMAN CO CIK 0000045319 0.624 274 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AZN). Qtrs Held counts distinct quarters this fund has actually held AZN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AZN position size. Δ columns are the percentage-point change in AZN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status